Salem Investment Counselors’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Salem Investment Counselors’s Portfolio XONE Stock Details XONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,100	Closed	-$303K	–	1241
2025 Q4	$303K	Buy	+6,100	New	+$303K	0.01%	334
2024 Q2	–	Sell	-9,554	Closed	-$474K	–	1214
2024 Q1	$474K	Sell	9,554 -229	-2%	-$11.4K	0.02%	268
2023 Q4	$489K	Buy	9,783 +325	+3%	+$16.2K	0.02%	255
2023 Q3	$470K	Hold	9,458	–	–	0.02%	249
2023 Q2	$470K	Buy	9,458 +775	+9%	+$38.6K	0.02%	247
2023 Q1	$435K	Buy	8,683 +561	+7%	+$27.9K	0.02%	253
2022 Q4	$405K	Buy	+8,122	New	+$405K	0.02%	260

Other funds holding XONE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

NRG

Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Salem Investment Counselors's XONE Position: Q1 2026 in Review

Salem Investment Counselors sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q1 2026, closing a stake of 6,100 shares — an estimated $303K sold.

Salem Investment Counselors first reported a position in XONE in Q4 2022 and held it in 7 quarters. The position peaked at $489K in Q4 2023. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

Salem Investment Counselors reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Salem Investment Counselors sold 6,100 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $303K.
Salem Investment Counselors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2022 and held it in 7 quarters.
Salem Investment Counselors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $489K in Q4 2023.
98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Salem Investment Counselors's 13F filing for Q1 2026, filed 13 Apr 2026.